ESTATE PLANNING • PROBATE • TRUST ADMINISTRATION
A Thoughtful Approach to Your Family's Future.
Helping Californians protect the people they love and put things in order so they can rest easy.
Personalized Estate Planning
Built around your family, assets and goals
Fixed Fees, Agreed Upfront
No hourly billing for estate planning
We Don't Stop at Signing
We help you put your plan in place
Protect What and Who You Love, Long After You're Gone
Even a well-intentioned estate plan can fail or result in conflict if it isn’t thoughtfully designed, properly connected to your assets, or kept up to date as your life changes. And often, those problems don’t come to light until your loved ones are left to deal with them.
Good estate planning looks beyond the documents themselves. It considers how you own your assets, who you’ve chosen to act for you, who you want to provide for, and what will need to happen if you become incapacitated or when you die.
Our goal is simple: a stress-free planning process now, and a plan that works the way you intended when the time comes.
How We Can Help
Estate planning, probate and trust administration for individuals and families throughout California.
Estate Planning
Thoughtful planning for your family, your assets and the possibility of incapacity, designed to carry out your wishes and make things easier for the people you love.
Probate
Clear, practical representation through California probate, from the first court filing through final distribution.
Trust Administration
Helping trustees manage trust assets, carry out a loved one’s wishes and fulfill their responsibilities following death or incapacity, including the ongoing administration of continuing trusts.
Who We Work With
We love working with good people, whatever the size of their estate.
Estate planning isn’t just for older or wealthier people. None of us knows how much time we have, and people with more modest assets often have the most to lose when there isn’t a plan in place.
We work with individuals and families who want to put their affairs in order, minimize stress on the people they love, and help keep them out of court and out of conflict.
We also work alongside trustees and executors through trust administration and probate, taking on the legal work and guiding them through the responsibilities that are theirs.
Words from Families We've Guided
“My daughter and I came to Elena with a very convoluted challenge around my trust’s shared property and my unfinished agreements with the co-owner. Elena was amazing at handling each piece and helped us get clarity on how to resolve the issues, get the agreements finalized, and amend my trust so my intentions will be honored when I am no longer here. I am so grateful for Elena and the peace of mind she’s given me.”
Joan B.
Estate Planning Client
“Elena is friendly, efficient, thorough, and an utter joy to work with! I feel so much better knowing that my affairs are in order so that whether I pass sooner or later, my family is taken care of. Many, many thanks Elena, your excellent and exemplary services are truly appreciated!”
Peggy M.
Trust & Estate Client
“Elena was GREAT for me and my parents to work with. We really appreciate her! She is very understanding and patient, and made us feel comfortable through the process. We are so happy with what she did for us, and my family and I are moving forward with peace of mind.”
Carlos I.
Family Estate Client
Let's Start With a Conversation
Whether you’re considering an estate plan or need help with probate or trust administration, we’ll start by talking about your situation and what you need—and what you may not.